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In this article, you will start to create a '''Contract Tracking''' [[Application|application]]. Initially, this application will use Level 1 items only.
1. Click the [[Configuration Menu|Configuration]], Tracking Applications [[Menu|menu]].
The '''Tracking Applications''' window is displayed. Currently there are no applications created.
[[Image:Uta3.png]]
Generally, this list will display the name of the [[Application|application]], the name as it appears in the menu bar, and the description that you define for the application.
2. Click the '''New Application''' tab.
The New Application window is displayed.
[[Image:Uta4.png]]
This page is used to set many characteristics for the new [[Application|application]] and is divided into ten sections.
* '''Application Settings''' – Controls the overall functioning of the [[Application|application]].
* '''Level 1 Item Settings''' – Defines the attributes of the [[Level 1 Entity]]. You will need to save the application at least once to see these settings.
* '''Level 2 Activity Settings''' – Defines the attributes of the [[Level 2 Entity]]. You will need to activate Level 2 to see these settings.
* '''Access Role Settings''' – Defines the [[Role|roles]] of the [[User|user]] that can access the [[Application|application]].
* '''Contact Assignment Role Settings''' – Determines the [[Role|roles]] that contacts can “play’ in a specific [[Level 1 Entity]].
* '''Account Assignment Role Settings''' – Determines the [[Role|roles]] that organisations can “play” in a specific [[Level 1 Entity]].
* '''Account and Contact Settings''' – Defines the relationship between Level 1 and Level 2 items in other parts of [[SmartSimple]], such as the account screen and the contact screen.
* '''Publication Service Settings''' – Connects Level 2 items to external web services, such as publication databases.
* '''Terminology Settings''' – Defines the object names to be used throughout the application for Level 1, 2 and 3 [[Entity|entities]].
* '''Field Settings''' – Defines the display of activities in the [[Workflows|workflow]] list and the calendar.
<u>'''Application Settings'''</u>
* '''Enable Level 2 Activities''' – Specifies that the [[Level 1 Entity]] should have Level 2 items.
* '''Enable Level 3 Activities''' – Specifies that each Level 2 item should have Level 3 items.
* '''Enable Personal Transactions''' – Specifies that [[User|user]]-based [[Personal Transaction|personal transactions]] can be associated with the Level 1 item. This feature is generally only used when a person’s activity, such as a certification or a degree, needs to be attributed back to a grant.
* '''Enable Security Matrix''' – Specifies that comprehensive security control is required within the [[Application|application]].
* '''Is Shadow Application''' – Specifies that this [[Application|application]] is really linked to another UTA. Generally, this technique is used to create the same application in more than one language (as the standard and custom fields can be labeled differently), or to restrict functionality to a group of [[User|users]].
* '''Enable Data Exchange''' – Specifies that a Level 1 item can be exchanged with other copies of [[SmartSimple]]. This feature is used when creating an intra-organisational case management system.
* '''Allow External Owner''' – Specifies that the owner of a Level 1 item can be an [[External|external]] contact – rather than an [[Internal|internal]] user.
* '''Menu Name''' – The name you wish to display in the left [[Navigation|navigation]] panel within [[SmartSimple]].
* '''Title Bar Name''' – The name you wish to display in the title bar of the [[Application|application]].
* '''Description''' – A general narrative description of the application.
<u>'''Defining Application Settings'''</u>
1. Enable '''Level 2 Activities'''.
2. Set the '''Menu Name''' to '''Contract Tracker'''.
3. Set the '''Title Bar Text''' to '''Contract Tracker'''.
4. Set the '''Description''' to: This application tracks sales, support and NDA contracts.
5. Click any of the '''Save''' buttons.
[[Image:Uta5.png]]
* Enabling the Level 2 activities changes the '''Configuration''' screen layout and adds a section for defining these activities.
Once you save these basic settings the configuration page will display the Level 1, Level 2 (and Level 3, if enabled) [[Entity|entity]] settings.
[[Category:Universal Tracking Application]][[Category:Applications]]
1. Click the [[Configuration Menu|Configuration]], Tracking Applications [[Menu|menu]].
The '''Tracking Applications''' window is displayed. Currently there are no applications created.
[[Image:Uta3.png]]
Generally, this list will display the name of the [[Application|application]], the name as it appears in the menu bar, and the description that you define for the application.
2. Click the '''New Application''' tab.
The New Application window is displayed.
[[Image:Uta4.png]]
This page is used to set many characteristics for the new [[Application|application]] and is divided into ten sections.
* '''Application Settings''' – Controls the overall functioning of the [[Application|application]].
* '''Level 1 Item Settings''' – Defines the attributes of the [[Level 1 Entity]]. You will need to save the application at least once to see these settings.
* '''Level 2 Activity Settings''' – Defines the attributes of the [[Level 2 Entity]]. You will need to activate Level 2 to see these settings.
* '''Access Role Settings''' – Defines the [[Role|roles]] of the [[User|user]] that can access the [[Application|application]].
* '''Contact Assignment Role Settings''' – Determines the [[Role|roles]] that contacts can “play’ in a specific [[Level 1 Entity]].
* '''Account Assignment Role Settings''' – Determines the [[Role|roles]] that organisations can “play” in a specific [[Level 1 Entity]].
* '''Account and Contact Settings''' – Defines the relationship between Level 1 and Level 2 items in other parts of [[SmartSimple]], such as the account screen and the contact screen.
* '''Publication Service Settings''' – Connects Level 2 items to external web services, such as publication databases.
* '''Terminology Settings''' – Defines the object names to be used throughout the application for Level 1, 2 and 3 [[Entity|entities]].
* '''Field Settings''' – Defines the display of activities in the [[Workflows|workflow]] list and the calendar.
<u>'''Application Settings'''</u>
* '''Enable Level 2 Activities''' – Specifies that the [[Level 1 Entity]] should have Level 2 items.
* '''Enable Level 3 Activities''' – Specifies that each Level 2 item should have Level 3 items.
* '''Enable Personal Transactions''' – Specifies that [[User|user]]-based [[Personal Transaction|personal transactions]] can be associated with the Level 1 item. This feature is generally only used when a person’s activity, such as a certification or a degree, needs to be attributed back to a grant.
* '''Enable Security Matrix''' – Specifies that comprehensive security control is required within the [[Application|application]].
* '''Is Shadow Application''' – Specifies that this [[Application|application]] is really linked to another UTA. Generally, this technique is used to create the same application in more than one language (as the standard and custom fields can be labeled differently), or to restrict functionality to a group of [[User|users]].
* '''Enable Data Exchange''' – Specifies that a Level 1 item can be exchanged with other copies of [[SmartSimple]]. This feature is used when creating an intra-organisational case management system.
* '''Allow External Owner''' – Specifies that the owner of a Level 1 item can be an [[External|external]] contact – rather than an [[Internal|internal]] user.
* '''Menu Name''' – The name you wish to display in the left [[Navigation|navigation]] panel within [[SmartSimple]].
* '''Title Bar Name''' – The name you wish to display in the title bar of the [[Application|application]].
* '''Description''' – A general narrative description of the application.
<u>'''Defining Application Settings'''</u>
1. Enable '''Level 2 Activities'''.
2. Set the '''Menu Name''' to '''Contract Tracker'''.
3. Set the '''Title Bar Text''' to '''Contract Tracker'''.
4. Set the '''Description''' to: This application tracks sales, support and NDA contracts.
5. Click any of the '''Save''' buttons.
[[Image:Uta5.png]]
* Enabling the Level 2 activities changes the '''Configuration''' screen layout and adds a section for defining these activities.
Once you save these basic settings the configuration page will display the Level 1, Level 2 (and Level 3, if enabled) [[Entity|entity]] settings.
[[Category:Universal Tracking Application]][[Category:Applications]]
